Research Report · 2026-06-30
Institutional Registered Investment Advisers in Columbus
SEC-registered investment advisers in Columbus ranked by reported institutional client assets.
Firms
26
Total AUM
$95.62B
Median AUM
$978.1M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | NATIONWIDE ASSET MANAGEMENT, LLC | COLUMBUS | 143668 | $15.19B | 212 | 2026-03-31 | → |
| 2 | DIAMOND HILL CAPITAL MANAGEMENT INC | COLUMBUS | 110638 | $29.38B | 120 | 2026-05-31 | → |
| 3 | ACCOLADE INVESTMENT ADVISORY, LLC | COLUMBUS | 145635 | $1.60B | 6 | 2026-03-31 | → |
| 4 | HAMILTON CAPITAL, LLC | COLUMBUS | 109116 | $4.94B | 90 | 2026-04-30 | → |
| 5 | G2 CAPITAL MANAGEMENT, LLC | COLUMBUS | 286521 | $756.5M | 6 | 2026-03-31 | → |
| 6 | WINDSOR ADVISORY GROUP, LLC | COLUMBUS | 122266 | $2.92B | 22 | 2026-03-31 | → |
| 7 | MEYERS WEALTH MANAGEMENT, LLC | COLUMBUS | 289801 | $1.93B | 10 | 2026-05-31 | → |
| 8 | THE HUNTINGTON INVESTMENT COMPANY | COLUMBUS | 16986 | $7.89B | 520 | 2026-03-31 | → |
| 9 | CAMBRIDGE FINANCIAL GROUP, INC. | COLUMBUS | 112254 | $331.3M | 6 | 2026-03-31 | → |
| 10 | GARLIKOV ADVISORS INC | COLUMBUS | 112352 | $207.6M | 4 | 2026-03-31 | → |
| 11 | AA FINANCIAL ADVISORS, LLC | COLUMBUS | 119829 | $1.42B | 29 | 2026-06-30 | → |
| 12 | SUMMIT FINANCIAL STRATEGIES INC | COLUMBUS | 110112 | $2.31B | 35 | 2026-02-28 | → |
| 13 | SWS PARTNERS, LLC | COLUMBUS | 281838 | $442.6M | 6 | 2026-06-30 | → |
| 14 | THE JOSEPH GROUP LLC | COLUMBUS | 165311 | $1.09B | 25 | 2026-03-31 | → |
| 15 | GGM FINANCIAL LLC | COLUMBUS | 327008 | $513.0M | 11 | 2026-03-31 | → |
| 16 | NATIONWIDE INVESTMENT ADVISORS, LLC | COLUMBUS | 142373 | $16.73B | 401 | 2026-05-31 | → |
| 17 | J.W. COONS ADVISORS, LLC | COLUMBUS | 129067 | $587.0M | 9 | 2025-04-30 | → |
| 18 | FRAZIER FINANCIAL ADVISORS, LLC | COLUMBUS | 106649 | $1.16B | 20 | 2026-04-30 | → |
| 19 | TSG ADVICE PARTNERS, LLC | COLUMBUS | 305999 | $866.5M | 16 | 2026-03-31 | → |
| 20 | CAPITAL ASSET MANAGEMENT, INC. | COLUMBUS | 120597 | $199.5M | 3 | 2026-03-31 | → |
| 21 | GERBER, LLC | COLUMBUS | 120039 | $592.1M | 17 | 2026-03-31 | → |
| 22 | GRYPHON FINANCIAL PARTNERS, LLC | COLUMBUS | 288210 | $2.44B | 31 | 2026-06-30 | → |
| 23 | KEIDAN FINANCIAL CONSULTANTS LLC | COLUMBUS | 108093 | $574.9M | 3 | 2026-03-31 | → |
| 24 | WALLER FINANCIAL PLANNING GROUP, INC. | COLUMBUS | 159564 | $747.8M | 11 | 2026-03-31 | → |
| 25 | ROSS WEALTH ADVISORS, LLC | COLUMBUS | 304359 | $139.7M | 4 | 2026-06-30 | → |
| 26 | TRINITY FINANCIAL ADVISORS LLC | COLUMBUS | 133191 | $670.0M | 9 | 2026-04-30 | → |
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